Insurance Services of America

Senior Market Sales® Acquires Seniors Advisory Services, Louisiana's Largest Senior Insurance Brokerage

Retrieved on: 
Wednesday, March 6, 2024
ISA, Acquisition, Group insurance, Baton Rouge, Louisiana, SAS, Culture, Medicare Advantage, Growth, Insurance Services of America, FMO, SMS, GII, Health, Alliant, Medicare, Organization, Family, Insurance

OMAHA, Neb., March 6, 2024 /PRNewswire/ -- Senior Market Sales® (SMS), one of the industry's premier insurance marketing organizations, is expanding its distribution in the southern United States with the acquisition of Seniors Advisory Services (SAS), Louisiana's largest senior insurance brokerage agency.

Key Points: 
  • Agency Plans to Leverage SMS Technology, Products and Expertise to Grow Regionally
    OMAHA, Neb., March 6, 2024 /PRNewswire/ -- Senior Market Sales ® (SMS), one of the industry's premier insurance marketing organizations, is expanding its distribution in the southern United States with the acquisition of Seniors Advisory Services (SAS), Louisiana's largest senior insurance brokerage agency.
  • With SMS' resources, Seniors Advisory Services can reach more seniors with more of their health and wealth needs.
  • "Seniors Advisory Services is a pillar in Louisiana in Medicare Advantage, with a solid reputation and strong relationships that will help SMS expand its reach in the South," said SMS President Jim Summers.
  • "This is an exciting opportunity to grow together and to create more synergies with all of our acquired partners ."

Steve Roberts Joins Alliant Insurance Services Amid Continued Mississippi Growth and Expansion

Retrieved on: 
Wednesday, December 13, 2023
Consulting, Professional Services, Insurance, Alliant, Growth, Insurance Services of America, Mississippi State University, Senior, Financial services

Alliant Insurance Services continues to expand its presence in the Mississippi market with the addition of Steve Roberts as Senior Vice President within its Alliant Americas division.

Key Points: 
  • Alliant Insurance Services continues to expand its presence in the Mississippi market with the addition of Steve Roberts as Senior Vice President within its Alliant Americas division.
  • Based in Jackson, Mississippi, Roberts will provide tailored property and casualty insurance solutions to a growing regional client base.
  • An insurance industry veteran, Roberts joins Alliant with a long history of success in the state of Mississippi.
  • “Steve has deep roots in the local community and experience diversifying and growing businesses,” said Bob Bennetsen, Executive Vice President and Senior Managing Director with Alliant.

Inszone Announces Strategic Investment from Lightyear Capital, Joining BHMS as Co-Lead Investor for Next Phase of Growth

Retrieved on: 
Monday, November 27, 2023
Professional Services, Insurance, Finance, Sidley Austin, Investment, AIG, Insurance Services of America, Chris, Growth, Lightyear Capital, Health, BHMS, Financial services, Light-year, LP

Lightyear will join Inszone’s current investor, BHMS Investments, LP (“BHMS”), which will roll a material portion of its existing equity as well as invest additional capital alongside Lightyear.

Key Points: 
  • Lightyear will join Inszone’s current investor, BHMS Investments, LP (“BHMS”), which will roll a material portion of its existing equity as well as invest additional capital alongside Lightyear.
  • The investments by Lightyear and BHMS will be used to accelerate the Company’s next phase of growth.
  • “Today's announcement by Lightyear and BHMS is evidence of Inszone’s strength and success to date,” said Chris Walters, Chief Executive Officer of Inszone.
  • Sidley Austin LLP served as legal counsel to BHMS and Inszone, and Davis Polk & Wardwell LLP and Locke Lord LLP served as legal counsel to Lightyear.

Inszone Insurance Services Strengthens Presence in New Mexico with Acquisition of Letherer Insurance Consultants, Inc.

Retrieved on: 
Thursday, November 16, 2023
Insurance, Professional Services, Acquisition, Dentist, History, Consultant, Insurance Services of America, Lawyer, Superintendent, Management, Financial services

This strategic move bolsters Inszone Insurance Services' footprint in New Mexico while expanding its expertise in the professional liability sector.

Key Points: 
  • This strategic move bolsters Inszone Insurance Services' footprint in New Mexico while expanding its expertise in the professional liability sector.
  • "We are excited to welcome Letherer Insurance Consultants, Inc. into the Inszone Insurance family," said Chris Walters, CEO of Inszone Insurance Services.
  • This acquisition reinforces our commitment to strategic growth and enhances our ability to meet the evolving needs of our clients.”
    The acquisition of Letherer Insurance Consultants, Inc. further solidifies Inszone Insurance Services' position as a trusted insurance provider and expands its presence in New Mexico.
  • Clients of Letherer Insurance Consultants, Inc. can expect a seamless transition, with access to a broader range of insurance solutions and resources through the Inszone Insurance platform.

Expanding Geographical Reach: Inszone Insurance Services Enters Washington State through Hawks View Insurance Acquisition

Retrieved on: 
Tuesday, November 14, 2023
Insurance, Professional Services, Acquisition, History, Insurance Services of America, Growth, Recreational vehicle, Hawk, Financial services, Management, Employee benefits

Inszone Insurance Services, a rapidly growing national provider of commercial, personal, and benefits insurance, is excited to announce its entrance into the Washington State market through the acquisition of Hawks View Insurance.

Key Points: 
  • Inszone Insurance Services, a rapidly growing national provider of commercial, personal, and benefits insurance, is excited to announce its entrance into the Washington State market through the acquisition of Hawks View Insurance.
  • Hawks View Insurance has deep roots in Washington, having evolved from its original start in Hazel Dell, Vancouver, to become a trusted agency with a robust presence in the state.
  • Over the years, Hawks View Insurance has expanded its operations through mergers and strategic partnerships, solidifying its position as a go-to agency for a wide range of insurance solutions.
  • “We are pleased to welcome Hawks View Insurance into the Inszone Insurance family,” said Chris Walters, CEO of Inszone Insurance Services.

Inszone Insurance Services Continues Expansion in Texas with the Acquisition of Max Breisse Insurance Agency

Retrieved on: 
Thursday, November 9, 2023
Insurance, Professional Services, Acquisition, Trust, Insurance Services of America, American Dream, Private investigator

Inszone Insurance Services, a rapidly growing national provider of commercial, personal, and benefits insurance, is thrilled to announce the acquisition of Max Breisse Insurance Agency.

Key Points: 
  • Inszone Insurance Services, a rapidly growing national provider of commercial, personal, and benefits insurance, is thrilled to announce the acquisition of Max Breisse Insurance Agency.
  • Founded by Max Briesse in September of 2007, Max Breisse Insurance Agency has been a shining example of resilience and commitment.
  • One of the cornerstones of Max Briesse Insurance Agency's legacy is its commitment to educating and empowering the community about the significance of insurance.
  • "We are honored to welcome Max Briesse Insurance Agency to the Inszone Insurance family," said Chris Walters, CEO of Inszone Insurance Services.

Alliant Insurance Services Makes Splash into Kansas City Market

Retrieved on: 
Thursday, November 2, 2023
Consulting, Professional Services, Insurance, Retirement, Insurance Services of America, Nature, Senior, Culture, Entrepreneurship, Management, Alliant, Kansas City metropolitan area

Alliant Insurance Services , one of the largest and fastest-growing insurance brokerage and consulting firms in the U.S., is making its mark in Kansas City with the addition of Rick Kahle as Senior Vice President within its Employee Benefits Group .

Key Points: 
  • Alliant Insurance Services , one of the largest and fastest-growing insurance brokerage and consulting firms in the U.S., is making its mark in Kansas City with the addition of Rick Kahle as Senior Vice President within its Employee Benefits Group .
  • As the leader in the Kansas City market, Kahle intends to grow Alliant’s Midwest presence while building an industry-leading team of professionals.
  • “Alliant has a great story and track record of people who want to stay here for a long, long time,” said Kahle.
  • “We’re looking for amazing professionals, but equally importantly, we’re looking for amazing human beings.”
    Kahle is finalizing location details for Alliant’s Kansas City office.

Applied Systems Announces 2023 Pinnacle Award Winners

Retrieved on: 
Thursday, October 26, 2023
Cloud, P&C, Insurance, United Kingdom, Policy, International Institute for Applied Systems Analysis, IOA, Chubb, Organization, Central Agency for Jewish Emigration in Vienna, RMIT School of Applied Communication, Salesforce, Growth, Risk management, Partnership, Aria Resort and Casino, Insurance Services of America, Culture, Four star, BAE Systems Applied Intelligence

Chicago, IL., Oct. 26, 2023 (GLOBE NEWSWIRE) -- Applied Systems® today presented its annual Pinnacle Awards at Applied Net 2023, the company’s flagship industry event, at the Aria Resort in Las Vegas.

Key Points: 
  • Chicago, IL., Oct. 26, 2023 (GLOBE NEWSWIRE) -- Applied Systems® today presented its annual Pinnacle Awards at Applied Net 2023, the company’s flagship industry event, at the Aria Resort in Las Vegas.
  • The 2023 Pinnacle Award winners are Central Agencies Ltd., Chubb, Four Star Insurance Agency Inc., Hotaling Insurance Services, and Insurance Office of America.
  • “We applaud this year’s Pinnacle Award winners who are at the forefront of technology adoption to accelerate the Digital Roundtrip of Insurance,” said Taylor Rhodes, chief executive officer of Applied Systems.
  • The Applied products and logos are trademarks of Applied Systems, Inc., registered in the U.S.

Alliant Adds Bernie Pfeiffer to Growing Pennsylvania Benefits Team

Retrieved on: 
Thursday, October 26, 2023
Consulting, Professional Services, Insurance, Human Resources, Insurance Services of America, Pfeiffer, Data analysis, Partner, Strategic planning, Management, Risk management, Alliant

Alliant Insurance Services continues to add top-tier talent to its growing team in Pennsylvania, hiring Bernie Pfeiffer as Vice President within its Employee Benefits Group .

Key Points: 
  • Alliant Insurance Services continues to add top-tier talent to its growing team in Pennsylvania, hiring Bernie Pfeiffer as Vice President within its Employee Benefits Group .
  • In this role, he will provide comprehensive, data-driven benefits strategies and solutions to a diverse client base.
  • “Bernie takes an enterprise-wide approach to benefits consulting, combining analytics and strategy to deliver solutions that drive measurable, long-term results,” said Kevin Overbey, President, Alliant Employee Benefits.
  • Prior to joining Alliant, Pfeiffer was a Partner and Vice President with a national insurance brokerage and employee benefits consulting firm.

Inszone Insurance Bolsters Missouri Presence with DeVoy Insurance Group Acquisition

Retrieved on: 
Thursday, October 5, 2023
Insurance, Professional Services, Insurance Services of America, Acquisition, Family

Inszone Insurance Services, a rapidly growing national provider of commercial, personal, and benefits insurance, announced the acquisition of DeVoy Insurance Group, a well-established insurance agency deeply rooted in the community of Brookfield, Missouri.

Key Points: 
  • Inszone Insurance Services, a rapidly growing national provider of commercial, personal, and benefits insurance, announced the acquisition of DeVoy Insurance Group, a well-established insurance agency deeply rooted in the community of Brookfield, Missouri.
  • DeVoy Insurance Group is run by Blake DeVoy, whose family has a storied history in the insurance industry dating back to the early 20th century, DeVoy Insurance Group has been a trusted name in Brookfield.
  • "We're delighted to integrate the DeVoy Insurance Group into the Inszone Insurance umbrella," remarked Chris Walters, CEO of Inszone Insurance Services.
  • When asked about his decision to merge with Inszone Insurance, DeVoy pointed out the ever-evolving insurance landscape and business environment.